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Investments

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Your financial goals change throughout your lifetime; you need an investment strategy that keeps you on track. Cetera offers a broad range of options, with guidance to help you invest wisely.  

Stocks & Bonds

Stocks and bonds can help you build, balance or diversify your investment portfolio.

  • Stocks may be appropriate if you're seeking long-term growth and are comfortable with stock market fluctuations
  • Bonds may be appropriate if you're seeking higher income or greater stability than is available through stocks

Cetera offers stocks listed on major national and regional exchanges, as well as taxable and tax-free* bonds. Our investment professionals can help you understand how to create an appropriate balance of stocks and/or bonds to pursue your investment goals.

Mutual Funds

Mutual Funds can offer a convenient way to meet your investment goals – whether you are investing for growth, income or liquidity.

Cetera offers thousands of mutual funds, from a variety of well-known mutual fund companies. Our investment professionals can help you choose funds that are right for your situation.

Mutual Funds are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus contains additional information included charges and expenses, please read carefully before investing or sending money.

Exchange Traded Funds (ETFs)

ETFs track an index or a "basket of stocks," that can be purchased and traded like stock; these are attractive because they can be cost-and tax-efficient.

Any ETF listed on the NYSE, AMEX, and NASDAQ, or on any sector or index; is available to our customers. Our investment professionals will find the right ETF to suit your needs.

Unit Investment Trust (UITs)

UITs, which can be taxable or tax-free, are designed to let you purchase a portfolio of income-producing securities that remains fixed for a predetermined amount of time; this lets you know exactly what you're buying.

Cetera offers a wide selection of UITs with a variety of portfolio structures. Our investment professionals can help you determine if they fit your investment strategy.

UITs are sold by a prospectus, which can be obtained from an Investment Executive. A prospectus contains additional information included charges and expenses, please read carefully before investing or sending money.

Brokered CDs

Cetera offers a wide selection of Brokered Certificates of Deposit (CDs) issued by financial institutions around the country.

With Cetera acting as your agent, brokered CDs carry the same FDIC insurance as CDs you purchase from a financial institution and may help diversify a CD portfolio or maximum FDIC insurance.

Other Investment Products

Cetera also offers additional investment opportunities, including managed accounts, sweep accounts and stock options.

To learn more about Investment opportunities that are right for you, schedule an appointment with a Cetera Investment Executive.

*Income may be subject to federal alternative minimum tax

Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera nor any of its representatives can provide legal or tax advice.

Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Investments are: Not FDIC/NCUSIF insured; May lose value; Not financial institution guaranteed; Not a deposit; Not insured by any federal government agency.  Cetera is under separate ownership from any other named entity.